Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Buy
2025
Q2
$301K Sell
2025
Q1
$373K Buy
2024
Q4
$217K Buy
2024
Q3
$224K Hold
2024
Q2
$244K Buy
2024
Q1
$224K Buy
2023
Q3
Sell
2023
Q2
$203K Buy
2020
Q1
Sell
2019
Q4
$390K Buy
2019
Q3
Sell
2019
Q2
$210K Buy
2017
Q4
Sell
2017
Q3
$228K Buy